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Insights

Our responsibility to our clients doesn’t stop when our doors close for the day. Our gears are constantly turning to provide you the best financial advice possible, day or night.

Investment Committee Insights

Watch each week as Cole Leonida weighs in on the latest investment news. Click any video below to get started.

February 26, 2024

February 20, 2024

February 12, 2024

Sharing Our Financial Wisdom